CREATING A TEMPLATE

Introduction To Templates

Templates are used to create Jobs within the Kradle account.

Job Templates are stored in user-configured folders based on a radial menu. For more information see our Job Template Folders help desk article.

Creating A Template

• Navigate to Process Manager | Job Template Folders.
• Select the folder you wish to create your Job Template within. For more information regarding Job Template Folders, see Working With Templates.
• With the Job Template Folder selected, click the List Templates icon.
• A new blade will open to show all Job Templates within the folder.
• Click the Add New Job Template icon .
• A new Job Template blade will open. Enter the desired Template Name.
• In the following sections below we will go through the remaining steps for creating a new Job Template.

Creating A Template – General Tab

This section allows Users to enter various settings for the Job Template, including:

• Template Description

An optional field used for describing the template.

• Version History

An optional field that can be used to manage and organize future versions of this template

• Suitable For Gig Checkbox

A gig is an often used, repeatable, typically simple process – for example, a leave request.

When this box is checked, the template will be enabled to be run as a Gig Job, allowing Users (with the relevant Permissions) to launch the Job from the My Jobs blade and therefore skipping the Job Preparation, Job Launch and Job Pool stages.

• Suitable For Schedule Checkbox

Scheduled Jobs can be created to launch automatically according to a set time/date schedule.

Once a Scheduled Job has been launched from the Job Launch blade, the Scheduled Job will adhere to the set scheduling parameters that have been set.

Creating A Template – User Group Tab

This tab shows a field for selecting the User Group(s) that can use this Job Template.

Users who are not part of the defined User Group will not be able to view, launch, work on nor archive the Job Template.

For more information on creating, editing or adding Users to a User Group please click here.

Creating A Template – Checklist Tab

This tab allows up to 10 Checks to be incorporated into the Job Template.

When launching a Job using a template that includes Checks, the Checks will need to be marked as complete by the User before the first Task can be worked on.

Creating A Template – Estimates Tab

Time and cost Estimates can be defined for a Job Template to enable Users to see how a Job is performing against the Estimates.

Creating A Template – Flowchart Tab

The Flowchart tab is used to visually design your Job.

Tasks can be added into the Flowchart design area using a drag and drop functionality.

For more information on using the Flowchart tab, please see the Creating A Task article.

Saving / Validating / Publishing A Template

Once the Job Template fields have been filled, there are three options available.

These options are accessible by clicking the Save / Validate / Publish Template icon and include:

• Save, Validate & Publish

This option will:

• • Save the Job Template,
  • Perform Validation checks on the Flowchart tasks to check for warnings and/or errors,
  • and Publish the Job to the Job Pool.

• Save & Validate

This option will:

• • Save the Job Template,
  • Perform Validation checks on the Flowchart tasks to check for warnings and/or errors.

• Save
  • This option will Save the Job Template only.

CREATING A TEMPLATE

Introduction To Templates

Templates are used to create Jobs within the Kradle account.

Job Templates are stored in user-configured folders based on a radial menu. For more information see our Job Template Folders help desk article.

Creating A Template

• Navigate to Process Manager | Job Template Folders.
• Select the folder you wish to create your Job Template within. For more information regarding Job Template Folders, see Working With Templates.
• With the Job Template Folder selected, click the List Templates icon.
• A new blade will open to show all Job Templates within the folder.
• Click the Add New Job Template icon .
• A new Job Template blade will open. Enter the desired Template Name.
• In the following sections below we will go through the remaining steps for creating a new Job Template.

Creating A Template – General Tab

This section allows Users to enter various settings for the Job Template, including:

• Template Description

An optional field used for describing the template.

• Version History

An optional field that can be used to manage and organize future versions of this template

• Suitable For Gig Checkbox

A gig is an often used, repeatable, typically simple process – for example, a leave request.

When this box is checked, the template will be enabled to be run as a Gig Job, allowing Users (with the relevant Permissions) to launch the Job from the My Jobs blade and therefore skipping the Job Preparation, Job Launch and Job Pool stages.

• Suitable For Schedule Checkbox

Scheduled Jobs can be created to launch automatically according to a set time/date schedule.

Once a Scheduled Job has been launched from the Job Launch blade, the Scheduled Job will adhere to the set scheduling parameters that have been set.

Creating A Template – User Group Tab

This tab shows a field for selecting the User Group(s) that can use this Job Template.

Users who are not part of the defined User Group will not be able to view, launch, work on nor archive the Job Template.

For more information on creating, editing or adding Users to a User Group please click here.

Creating A Template – Checklist Tab

This tab allows up to 10 Checks to be incorporated into the Job Template.

When launching a Job using a template that includes Checks, the Checks will need to be marked as complete by the User before the first Task can be worked on.

Creating A Template – Estimates Tab

Time and cost Estimates can be defined for a Job Template to enable Users to see how a Job is performing against the Estimates.

Creating A Template – Flowchart Tab

The Flowchart tab is used to visually design your Job.

Tasks can be added into the Flowchart design area using a drag and drop functionality.

For more information on using the Flowchart tab, please see the Creating A Task article.

Saving / Validating / Publishing A Template

Once the Job Template fields have been filled, there are three options available.

These options are accessible by clicking the Save / Validate / Publish Template icon and include:

• Save, Validate & Publish

This option will:

• • Save the Job Template,
  • Perform Validation checks on the Flowchart tasks to check for warnings and/or errors,
  • and Publish the Job to the Job Pool.

• Save & Validate

This option will:

• • Save the Job Template,
  • Perform Validation checks on the Flowchart tasks to check for warnings and/or errors.

• Save
  • This option will Save the Job Template only.